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iShares Core S&P 500 ETF
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Overview Fund Activity

2,198 hedge funds and large institutions have $186B invested in iShares Core S&P 500 ETF in 2021 Q1 according to their latest regulatory filings, with 130 funds opening new positions, 886 increasing their positions, 914 reducing their positions, and 72 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,198
Holders Change
+34
Holders Change %
+1.57%
% of All Funds
38.7%
Holding in Top 10
709
Holding in Top 10 Change
+6
Holding in Top 10 Change %
+0.85%
% of All Funds
12.48%
New
130
Increased
886
Reduced
914
Closed
72
Calls
$82.9M
Puts
$26.7M
Net Calls
+$56.3M
Net Calls Change
-$8.98M

Top Buyers

1
Bank of America
Bank of America
North Carolina
$18.1B
2
BlackRock
BlackRock
New York
$24.4B
3
NAM
Nissay Asset Management
Japan
$616M
4
Creative Planning
Creative Planning
Kansas
$5.34B
5
Bank of Nova Scotia
Bank of Nova Scotia
Ontario, Canada
$568M

Top Sellers

1
Citadel Advisors
Citadel Advisors
Florida
$4.49M
2
Squarepoint
Squarepoint
New York
$435M
3
Envestnet Asset Management
Envestnet Asset Management
Illinois
$7.34B
4
NLI
Nippon Life Insurance
Japan
$0
5
Wells Fargo
Wells Fargo
California
$7.3B
Name Holding Trade Value Shares
Change 		Shares
Change %
MMI
126
Matson Money Inc
Ohio
$161M +$57.7M +145,091 +56%
KA
127
Klingman & Associates
New York
$161M +$12.8M +32,143 +9%
BP
128
Ballentine Partners
Massachusetts
$160M +$1.14M +2,856 +0.7%
Lazard Asset Management
129
Lazard Asset Management
New York
$158M +$2.54M +6,396 +2%
Baird Financial Group
130
Baird Financial Group
Wisconsin
$157M -$16.3M -40,852 -9%
WSTAM
131
Wilbanks Smith & Thomas Asset Management
Virginia
$157M -$4.94M -12,413 -3%
EH
132
Equitable Holdings
New York
$155M -$3.05M -7,678 -2%
Stifel Financial
133
Stifel Financial
Missouri
$149M -$10.3M -25,942 -6%
FFA
134
Fragasso Financial Advisors
Pennsylvania
$148M -$113K -285 -0.1%
AWE
135
Avidian Wealth Enterprises
Texas
$147M -$3.79M -9,517 -3%
NAM
136
NorthCoast Asset Management
Connecticut
$147M +$6.99M +17,540 +5%
EW
137
Evoke Wealth
California
$147M +$146M +366,446 +18,630%
CWM
138
Cahaba Wealth Management
Georgia
$145M +$6.12M +15,393 +4%
3AM
139
3EDGE Asset Management
Florida
$144M +$8.62M +21,671 +6%
Northern Trust
140
Northern Trust
Illinois
$143M -$28.2M -70,814 -16%
LW
141
Linscomb Wealth
Texas
$142M +$1.2M +3,009 +0.8%
TFO
142
Tarbox Family Office
California
$141M +$711K +1,787 +0.5%
PAG
143
Private Advisor Group
New Jersey
$139M -$683K -1,718 -0.5%
HTC
144
Haverford Trust Company
Pennsylvania
$135M +$12.1M +30,359 +10%
CAL
145
Capital Analysts LLC
Pennsylvania
$135M +$20M +50,340 +17%
PP
146
Prudential plc
United Kingdom
$131M +$7.43M +18,688 +6%
CA
147
Cetera Advisors
Colorado
$130M -$16.7M -42,014 -11%
AIA
148
Ally Invest Advisors
North Carolina
$130M +$18.8M +47,341 +17%
WT
149
Whittier Trust
California
$126M +$18.2M +45,784 +17%
Two Sigma Investments
150
Two Sigma Investments
New York
$126M +$40.7M +102,280 +48%
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